Creative Planning

Position in CSW — Csw Industrials, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in CSW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$11,010,382

-$210,974 QoQ

Shares Held

39,563

-8.1% QoQ

Ownership

0.243%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#68

of 354 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Creative Planning holds $759,666,616 across 50 Specialty Industrial Machinery names. CSW ranks #19 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	111,352	$130,823,009
2	ETN	Eaton Corp plc	246,115	$104,874,523
3	CMI	Cummins Inc	91,743	$65,432,025
4	DOV	DOVER Corp	258,125	$57,892,274
5	PH	Parker-Hannifin Corp	52,933	$51,774,825
6	EMR	Emerson Electric Co	291,203	$41,685,709
7	ITW	Illinois Tool Works Inc	104,594	$28,289,538
8	ROK	Rockwell Automation, Inc	48,141	$23,833,646

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,010,382	39,563	-8.1%	Shares	Defined	2026-08-13
2026-03-31	$11,221,356	43,063	+225.5%	Shares	Sole	2026-05-12
2025-12-31	$3,882,814	13,228	+115.4%	Shares	Sole	2026-02-17
2025-09-30	$1,490,969	6,142	-24.3%	Shares	Sole	2025-11-14
2025-06-30	$2,327,625	8,115	-2.4%	Shares	Defined	2025-08-08
2025-03-31	$2,424,280	8,316	+0.6%	Shares	Sole	2025-05-15
2024-12-31	$2,916,949	8,268	+11.9%	Shares	Defined	2025-02-14
2024-09-30	$2,706,522	7,387	+38.2%	Shares	Defined	2024-10-11
2024-06-30	$1,418,343	5,346	+47.8%	Shares	Defined	2024-08-15
2024-03-31	$848,548	3,617	+81.9%	Shares	Sole	2024-05-13
2023-12-31	$412,330	1,988	+4317.8%	Shares	Defined	2024-02-14
2023-09-30	$7,885	45	+2150.0%	Shares	Sole	2023-11-16
2023-03-31	$277	2	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.